- I added field names to the codes that IRS supplies.
- I added a lookup that names and substitutes income ranges for IRS codes. (Each zip code has data for 6 income ranges).
- I added three data fields showing total mortgage interest and real estate deductions, the share those deductions were of total itemized deductions ($), and the share of all returns claiming the earned income tax credit.
- I extracted state total data into a worksheet.
- I added a pivot table. (The default view is a high to low sorted order of total mortgage interest and real estate $$ deductions). NOTE: $ in table and data are in $1,000's so "$100,000" in table/data is $100 million).
- I added a worksheet and some graphs that summarize unemployment income, child tax credits, and earned income credits by income grouping. This provides a sample of the kinds of information found in the data. (A MS Word data dictionary HERE from IRS provides a complete listing of the data fields in the 2014 zip code level file).
Originally created and posted on the Oregon Housing Blog.